Investment Q&A

Q: Hi,
What is their balance sheet?
Would you start buying them and in what order?

Thanks,
Milan

Q: Hello Peter and Team,

Like most others, I'm licking my wounds tonight and strategizing how I might eventually make back some of the ground I've lost today. Thank you for the updated report and shopping list suggestions provided.
As well, I was thinking that there may be some good recovery opportunities within electronic transaction companies. I realize that interest rates, volume of transactions, etc., are some of the factors that will affect valuations, but the corona virus could be a boost for these companies if more of the world's consumers (especially in developing countries) move to a cashless society. I read that China is burning or disinfecting a lot of their paper money to help curb infection spread. Do you agree with this thesis, and if so, could you suggest a list of companies that could benefit? Could there also be boost to bitcoin adoption? Thanks.

Brad

Q: The report is excellent. I own 4 of the 10 BYD CSU CAE KXS. I plan to add modestly to these names. of the names I don't have I will okk at TMX adw plc . I need to rea the report again.
of the US stocks I have JPM dropped a lot say compared to TD . Shoud I add JPM. Among
Some of the other US stocks I have is SBUX SQ DIS . Any cooments on these will be helpful

Q: I own these 5 financial/fintech u.s. growth stocks. Thoughts on them?

Q: Hi folks i have $6,000 to put into my tfsa account this year. Would just like your thoughts on these current companies, please and thank you for all your help.

Q: I currently hold the listed equities in my TFSA, advised by a newsletter that will be winding down in a year. When this happens, I will likely liquidate my current TFSA holdings. Understanding that you cannot give personal advice, which of the following strategies do you think would be most likely to generate a longterm annualized return of 10+%?

1) Allocate the proceeds to 30% ZSP, 30% VGG, 20% XEF, 20% VEE, and hold these longterm, rebalancing annually to maintain original allocations
2) Allocate the proceeds in the 5i Growth Portfolio - I am already overweight Canada in general, so I don't really like this option
3) Allocate the proceeds into 5i's favourite growth/total return potential 8-10 US equities at the time, and then periodically ask 5i say, every three months, if there has been any change in this roster of 'favourites', (if you select this, I will ask for specific names in a followup question)

Parenthetically, I would absolutely love it if 5i would add a US-based portfolio to go along with the current three Canadian-focused portfolios, and would be willing to pay significantly more for my annual subscription to access this (reviewing the QandA, one already has a good idea what the 5i ' US favourites' are, it would just be nice to have this presented as a regular growth-oriented portfolio). I reviewed the Investor Suite and don't feel I would make good use of many of the tools, reports, and features offered in that comprehensive suite.

Thank you, and please deduct as many credits as deemed appropriate.

Q: Can you explain how GPN was better than the newer fintech plays like SQ + PYPL last year?

Is this a trend that will continue?

What's going on in this space?

Thanks as always.

Q: Hi 5i team,

As you know, on Monday Visa bought Plaid, a private fintech company, for $5.3 billion. Plaid has been described as the “plumbing” that connects the fintech companies. Do you know how that valuation compares to SQ or if they are directly comparable? SQ is trading at 7x sales. That is a low valuation compared to peers such as PYPL, V or MA. I do not know what Plaid’s annual sales are, as I don’t think it was revealed in the purchase transaction. I have always kept a basic position in SQ, thinking that one day it would be a nice fit for a big bank or tech company. Is that day more likely with the Plaid acquisition by V and how do the valuations compare?

Thanks again.
Dave

Q: Was thinking of trimming a couple of stocks I'm up on and using that cash and some other cash to purchase some Square, what are your thoughts

Q: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave

Q: Whats the near term (one to two yrs) for these Companies
Sell any of them?

Q: I am interested in researching a couple of cryptocurrency stocks. Could you please recommend your top 2 and your views on the space in general. Thank you.

Q: Hello 5i Group,
Which do you like better PayPal or Square, or would you recomend a half position on each.
Thanks, for your services,
Ken

Q: Hello,

I'm getting a little nervous about the valuation of Square lately and considering Micron or Apple. They are both much cheaper than Square, but how do you see the trade off in terms of growth potential over the next 5 years. Would you stick with SQ, considering a reasonably high-risk tolerance, or make a change? Thank you.

Q: In my TFSA I have had a nice run with SQ and was thinking of selling it out and "starting over" with a couple or three of the above listed stocks that you have recently identified as having high potential ( with the same? amount of risk that came with buying SQ a couple of years back) What do you see as the pros and cons of such a move and if implemented which 2 or 3 would you chooses at this time?
Thanks,
Terry

Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave

Q: Hello,
Hello 5i Team,
With several recent announcements about U.S. tech companies soon offering a variety of payment or financial transaction options, do you see the future prospects for Square beginning to wane? Might TTD or GH be a better high-growth U.S. play?

Thanks.

Q: Hello,
Could you please comment on SQ earning results and outlook. The guidance seems a little low? Also is the valuation high compared to its past/peers?
Thanks
Victor

Q: Hello Team,
I am overweight in technology growth names and have been caught in this “sector rotation” from growth to value. My question is do I now hold steady and ride out the storm, or trim back my growth holdings and switch to value? I am a buy and hold investor typically and believe the names I am invested in are best in class in what they do, and believe the way the world is going that technology will continue to advance and should be where the biggest growth is now and into the foreseeable future. So, with the names listed do I buy more , hold, or sell?Thanks for your input on the matter.

Q: Good morning team 5i
All of these stocks are down. Setting aside sector weights and realizing I am asking for a "crystal ball" answer, which of the above do you think has the quickest (6 months to a year) upside? I have a bit of cash for this specific exercise. Much thanks as usual for all you do!